Sundaram Diversified Equity (ELSS) Regular Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14449 Cr | ₹1468 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Sep 2005 | 22 Nov 1999 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 23% | 18% |
Expense Ratio | 1.71 | 2.21 |
Manager | Ashutosh Bhargava | Sudhir Kedia |
ISIN Code | INF204K01GK4 | INF903J01538 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 5.97% | 3.48% |
6 Month | -11.19% | -9.29% |
1 Year | 3.31% | 1.67% |
3 Year | 13.14% | 9.88% |
5 Year | 27.4% | 23.96% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | -4.5% | -4.55% |
1 Year | -10.84% | -9.12% |
3 Year | 13.94% | 9.36% |
5 Year | 17.34% | 13.15% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 11.69% | 12.34% |
3 Year | 12% | 14.95% |
5 Year | 13.09% | 13.23% |
Risk Management
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.81% | 11.71% |
Sharp | 0.53% | 0.37% |
Beta | 0.99% | 0.87% |
Alpha | 0.88% | -1.18% |
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Fund Managers
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Name | Ashutosh Bhargava | Sudhir Kedia |
Total AUM | ₹121448 Cr | ₹10423 Cr |
Funds Managed | 12 | 8 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 0.25 | 3.85 |
Large Cap | 69.45 | 72.56 |
Mid Cap | 14.45 | 13.33 |
Small Cap | 15.85 | 10.26 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 0.25 | 3.85 |
Telecom - Services | 3.45 | 3.23 |
Petroleum Products | 2.79 | 4.9 |
Electrical Equipment | 1.23 | 0.81 |
Industrial Products | 2.7 | - |
IT - Software | 6.65 | 8.78 |
Construction | 3.08 | 3.64 |
Finance | 8.6 | 3.73 |
Banks | 24.03 | 27.53 |
Leisure Services | 2.04 | 1.02 |
Pharmaceuticals & Biotechnology | 2.73 | 5.05 |
Healthcare Services | 1.31 | 2.2 |
Cement & Cement Products | 2.57 | 2.79 |
Capital Markets | 2.9 | 1.98 |
Chemicals & Petrochemicals | 1.61 | 0.88 |
Power | 6.18 | 0.87 |
Auto Components | 3.96 | 1.11 |
Automobiles | 1.88 | 4.5 |
Insurance | 4.57 | 0.92 |
Diversified FMCG | 1.21 | 3.77 |
Consumer Durables | 2.37 | 3.92 |
Entertainment | 0.68 | - |
Agricultural Food & other Products | 1.01 | 1.2 |
Retailing | 3.25 | 3.56 |
Diversified | 0.96 | - |
Consumable Fuels | 1.88 | - |
Transport Services | 1.68 | 3.6 |
Beverages | 4.43 | 1.12 |
IT - Services | - | 0.5 |
Industrial Manufacturing | - | 0.85 |
Gas | - | 0.57 |
Oil | - | 0.69 |
Fertilizers & Agrochemicals | - | 1.93 |
Transport Infrastructure | - | 0.5 |
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